See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,260 | $89,355-10.2% | $141,162-43.1% | $72,985+10.0% |
| Participation rate | 37.0% | 75.1%-38.1pp | 82.5%-45.4pp | 69.5%-32.4pp |
| Annual return | 20.37% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $747 | $3,114-76.0% | $4,735-84.2% | $2,440-69.4% |
| Participant deferral / active EE | $1,669 | $5,418-69.2% | $6,709-75.1% | $3,607-53.7% |
| Admin fee / account holder | $4,019 | $5,958-32.5% | $10,261-60.8% | $5,124-21.6% |